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Jan 94 min read
Positioning Yourself to Be a Partner – Your Way!
“To live a creative life, we must lose our fear of being wrong.” – Joseph Pierce If you’re a rising star in your firm, you’ve most likely...
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Jun 6, 20243 min read
Streamlining for Success: The Art of Client Filtering and Onboarding
Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are...
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Feb 27, 20243 min read
The Power of Learning & Development in 2024
Based on my conversations with talent and learning and development (L&D) leaders from firms across the country, the profession is finally...
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Feb 20, 20241 min read
E169 - How to Evolve Your Firms L&D Program
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
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Oct 10, 20233 min read
Embracing Change: Rebranding and Marketing Your Firm for the Future
In today's rapidly evolving business landscape, accounting firms are undergoing significant transformations to adapt to the changing...
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Aug 29, 20233 min read
Evolving Performance Management: Emphasizing Career Focus
Performance management is undergoing a paradigm shift in accounting firms and across the business landscape. We see a movement away from...
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Feb 9, 20234 min read
Leveraging Collaborative Intelligence in HR
Accountants tend to get worried about artificial intelligence (AI) becoming good at traditional “human” jobs. But robots replacing humans...
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Dec 6, 20223 min read
Preparing Your Team for an Environment of Constant Change
Keeping up with the pace of change is challenging for firms of all shapes and sizes. Technology and changing client demands create...
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Oct 25, 20221 min read
E103 - Why Learning Skills and Career Pathways is Important in Your Firm
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, the...
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Jun 14, 20225 min read
Five Advantages of Cross-Functional Teams
Previously Published in Accounting Today | March 2022 Cross-functional teams using the agile approach can provide your firm an edge or...
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Apr 27, 20224 min read
5 Ways to Hold Onto Top Talent
What would your firm be without its people? While they may not appear on any balance sheet, people are your firm’s greatest asset....
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Jan 5, 20221 min read
E61 - Leadership Leading Wellness - Tips from Ted Lasso!
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
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Oct 19, 20213 min read
3 Tips for Taking Learning & Development Virtual
It’s hard to remember just two years ago when most learning and development programs involved gathering everyone in a conference for a...
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